Kingdom Wealth Advisers
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$34,292,425
Total clients
76
9% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
76
Average account size
$451,216
About
The firm provides portfolio management and financial planning to individuals and high‑net‑worth clients, and it works with retirement accounts including IRAs and plan accounts. When advising retirement plan accounts or individual retirement accounts, the firm acknowledges its fiduciary duties under ERISA and the Internal Revenue Code.
The firm develops a written Investment Policy Statement for each client and typically favors passive investments implemented with a long‑term trading approach informed by Modern Portfolio Theory; it generally manages client accounts on a discretionary basis and documents clients’ risk tolerance. Clients may impose investment restrictions for values‑based reasons, and the firm monitors and reviews accounts at least annually and in response to material events.
Noteworthy operational features include serving pension or profit‑sharing plan clients and providing a formal ERISA fiduciary acknowledgement for retirement accounts, a service profile that is less common among independent advisers. The firm also requires custody on a single platform (Altruist) and discloses that its one‑time financial planning fee may be donated to a nonprofit or waived, which are distinctive practices for a firm of this type.
Client services
Portfolio management
Expertise
Passive / index investing
Real estate investing
Annuities
Fee options
One-time fixed financial planning fee of $500 (which will be donated to City Hope Arizona); financial planning fee may be waived.
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
Main office location
Kingdom Wealth Advisers
2162 E Williams Field Rd, Suite #111
Gilbert AZ 85295, United States
Number of offices
1
Most active in
Kingdom Wealth Advisers has reported serving >5 clients in these states in the last 12 months.
Arizona · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
Website
(480) 885-1010
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